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At 70 1/2 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.
June 6, 2019
2:00p - 4:00p

At 70 1/2 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.
June 11, 2019
2:00p - 4:00p

2019 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own. Come and learn more at this group presentation, hosted by local retirement specialist, Wesley Wood. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
June 20, 2019
6:00p - 8:00p

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
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We currently have individuals licensed to offer securities in the states of; Arizona, Florida, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, West Virginia, Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

Wood Financial Group, LLC is also a tax preparation business, performed by Wesley Wood and Danny Prestage. This activity is separate from and independent of Triad Advisors and its affiliates.

Triad Advisors and its affiliates are not in the business of giving tax advice, consultation and/or tax preparation services and are not responsible for any outside businesses or persons providing such services.

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